The golden years of retirement offer an opportunity to resume leisure activities that may have been put on hold during one’s career. Hobbies offer an amazing avenue to replace work routines with enjoyable activities that can blossom [...]
Understanding Medicare and its intricacies often seems daunting. This article will provide an overview of the program, highlighting when to enroll and what the different parts of Medicare encompass. […]
Legacy planning efficiently transfers a person’s estate and assets after death. This planning is more than just asset distribution. It greatly affects your family, society, and favored causes. Legacy planning uses directives and designations. These legal tools [...]
Understanding financial literacy concepts such as budgeting, saving, and investing is crucial for everyone, children included. Financial literacy is the ability to comprehend and make decisions that contribute to financial readiness. This proficiency isn’t inherently taught in [...]
Near the top of the list at the start of every year are often financial resolutions—commitments to save more, spend less, pay off debt, or prepare for upcoming financial milestones. The challenge, however, lies in sticking to [...]
A Roth conversion is the process of moving assets from a Traditional, SEP, or SIMPLE IRA, or from a qualified retirement plan, into a Roth IRA. When the conversion occurs, taxes are due on contributions and the [...]
A tax refund is a repayment to taxpayers for any excess tax paid. It is a form of refund issued by national, state, or local tax authorities to taxpayers who have overpaid their taxes. The phenomenon of [...]
As the deadline for filing income tax approaches, it’s crucial to have all the necessary information and documents at your fingertips. The final push requires organization, preparation, and a helpful checklist to streamline the process and make [...]
Credit is a vital component of the current economic system. Consumers frequently use credit as a financial tool for various reasons. First, it allows them to make significant purchases, such as homes and vehicles. […]
Workplace benefits are an essential component of an employee’s overall compensation package. These benefits not only protect one and improve the quality of life but also contribute significantly to financial independence. Let’s delve deeper into understanding these [...]
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Office Administrator
Lisa is a detail–oriented professional Administrator with over 35 years of high-profile experience and has played a critical role in streamlining day to day operations for several types of businesses.
Lisa brings to our organization a proven track record of managing office workflows and is a superior Customer Relations Coordinator.
She provides a seamless first point of contact ensuring policyholders are heard, supported and their needs are met.
She supports our clients and agents with her diligence and attention to detail and as the voice of ABC Financial, Lisa is dedicated to helping you reach your financial goals.
Lisa is happy to hear from you to answer your questions.
Investment Advisor representative
Professional Financial Planner
Michael has over 54 years of experience in helping individuals, families and small businesses secure a healthier financial future by planning for life’s expected events – and preparing for the unexpected as well.
Michael recognizes that the best clients are informed clients. Therefore, he’s spent much of his time educating prospects and clients on the options available to them.
Michael’s passion to ensure that clients understand their options before making decisions about their financial future is unparalleled. His clients’ appreciation of and confidence in this approach is evidenced by the lifelong relationships he has formed with them.
Michael’s commitment to educating Baby Boomers and retirees continues to grow. He is also the Founder and Director of ABC Financial, LLC., headquartered in Londonderry, NH
Retirement Planning Specialist
Anthony has been a part of our organization since 2007.
With over 18 years of financial services experience, he brings to the planning process a depth of knowledge and understanding of the utilization of Insurance products as they may apply in a broad context of planning.
His unique planning technique exposes many opportunities for consideration to your comprehensive Financial Plan, from mitigation of your taxes, tax free income planning, long term care planning and Legacy planning.
Anthony is passionate about helping his clients identify the best opportunities for their income protection and financial planning needs.
After attending Thomas College in Waterville, Maine, Anthony has worked with several Financial Service agencies to acquire his knowledge across a broad spectrum of Financial Products and Services. Anthony has built his reputation on being one of the foremost considered planners in our industry. Anthony is Licensed as a life and health Insurance agent in many states. Anthony is poised to be at the helm of running the family businesses.
To receive a complimentary copy of Legacy & Estate Planning, Understanding the Basics, complete the form below.
